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Cherry Tree Wealth Management’s Ecolab ECL Stock Holding History

Cherry Tree Wealth Management’s Portfolio ECL Stock Details ECL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6
Closed -$1.39K – 603
2024
Q1 		$1.39K Sell
6
-71
-92% -$15.1K ﹤0.01% 527
2023
Q4 		$15.3K Hold
77
– – ﹤0.01% 324
2023
Q3 		$13K Sell
77
-1
-1% -$182 ﹤0.01% 321
2023
Q2 		$14.6K Buy
+78
New +$13.4K ﹤0.01% 307

Other funds holding ECL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Cherry Tree Wealth Management's ECL Position: Q2 2024 in Review

Cherry Tree Wealth Management sold out of Ecolab (ECL) in Q2 2024, closing a stake of 6 shares — an estimated $1.39K sold.

Cherry Tree Wealth Management first reported a position in ECL in Q2 2023 and held it in 4 quarters. The position peaked at $15.3K in Q4 2023. 1,456 funds tracked by Wall St. Rank hold ECL as of Q2 2024.

  • Cherry Tree Wealth Management reported no remaining Ecolab position as of Q2 2024 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 6 Ecolab shares in Q2 2024, an estimated $1.39K.
  • Cherry Tree Wealth Management first reported a position in Ecolab in Q2 2023 and held it in 4 quarters.
  • Cherry Tree Wealth Management's Ecolab position peaked at $15.3K in Q4 2023.
  • 1,456 funds tracked by Wall St. Rank held Ecolab as of Q2 2024.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.